Office Files & Records Management

“How to Create an Effective System of Information Storage & Retrieval”

Live Zoom Webinar:  
Duration: 1 session x 4 hrs
Time: AM Sched = 8:30am-12:30pm  |  PM Sched =1:30-5:30pm
Schedule 2025: Apr 8 (AM) | Jun 10 (AM) | Aug 12 (AM) | Oct 14 (AM) | Dec 9 (AM)

Live Seminar: 
Duration: 1 day x 8 hrs
Time: 9am to 5pm
Schedule 2025: May 2 | Jul 11 | Sep 4 | Nov 17

Course Description

Electronic and paper documents can easily get cluttered and pile up in the course of our busy work lives. Managing office files and records can be challenging and costly if you do not have a system in place. This webinar helps you effectively organize and manage office files, records and workspace to improve your work environment. It provides creative solutions for managing office chaos, with space and time saving techniques that you can immediately apply.

Performance Objectives

Upon completion of this workshop, participants should be able to show improvement in their basic knowledge of office files and records management via tests & questionnaires, assess office files and records management deficiencies, acquire and use editable templates for records management and prepare to set up their system for office files and records management.

Learning Objectives

By the end of this course, the participants shall be able to:

  • Identify types of files and what to do with them
  • Brainstorm solutions to challenges in records management
  • Assess their current filing system
  • Define the cycle and steps for effective records management
  • Categorize and label files consistently
  • Prepare a plan for better records management
Course Topic Highlights
  1. Standards for Records Management
  2. Documents vs. Records
  3. Objectives of Documented Information
  4. Records Management Life Cycle
  5. Key Challenges of Records Management Consistency
  6. Elements of Effective Records Management Program
    • Policies & Procedures
    • Records Inventory & Classification
    • Retention Scheduling
    • Records Storage & Conversion
    • Vital Records Program
    • Disaster Prevention & Recovery Plan
    • Disposition
  7. Digital Records Management
  8. Path to Digital RM
  9. File Naming Convention
  10. Space Technique
  11. Numerical Filing System
  12. Integration
  13. Records Management Tips
  14. Next Steps: Records Management Plan
Who Should Attend?

Office Managers, Office Administrators, Department Officers, Executive Assistants, Records & Files Officers, Archive Officers, Accounting Officers, Data Management Officers or any person who wants to enhance their organizational skills in relation to records and documents management.

Rate:
Webinar:
Php2,250 + VAT
Seminar:
Php4,250 + VAT
Notes:
  • Live Webinars are conducted via Zoom and includes eCertificate of Completion. Printed Certificates may be requested with minimal processing fee of Php100 plus shipping fee.
  • Live Seminars will be held at Businessmaker Training Center in PSEC-Tektite, Ortigas Center, Pasig City. Regular Seminars include: Certificate of Completion, Seminar Kit, Meals and Drinks.
  • Live Seminars include non-transferable one-time refresher seminar session within one year.
PAYMENT METHODS:

You may pay via check at our office or you may use any of these payment facilities:  

Bank Deposit
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We accept bank deposits:

Bank Account Name: Business Maker Academy, Inc.

Bank Account Numbers:
BPI SA# 4013-0306-64
BDO SA# 000-280-622-422
Landbank CA# 3732114830
Paypal/Credit Card
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We accept paypal or credit card payments.  If you wish to use this payment method, pls register and click on paypal as your mode of payment.  Our representatives will contact you to provide our official paypal link and assist you in processing payment.

Dragonpay

We accept payments via e-wallets, credit card, online banking or over-the-counter payment centers via Dragonpay. Pls register and choose Dragonpay payment method. Our representative will contact and provide you with our Dragonpay link and assist in processing. 

Gcash
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We accept Gcash payments. Pls register and pay using this QR code. 

DON'T FORGET TO CONFIRM YOUR BOOKING

CONFIRM TO ATTEND THE CLASS:
Please send your proof of payment and include your name, course & class date to:
Viber#: (0912) 2231826 or

Email: info@businessmaker-academy.com

Important Note: Business Maker Academy Inc. is a VAT-registered company. TIN# 223-672-691-000 VAT. For zero rated or VAT exempt companies, please include your Certificate of Exemption. Provide Form 2307 or Certificate of Tax Withheld if payment done with tax withheld. Please withhold only 2% as we are classified as suppliers or contractors of service.All bank payments should be directly deposited to our official company bank accounts only under account name:

Business Maker Academy, Inc. Please be advised that no other individual/personal bank account is authorized to collect payment on behalf of the company..

Customer Reviews
“The seminar is great! The topic is discussed effectively. No boring moments. Kudos to you.” !
-ML Jose, Treston International College
“I find it great now that I know that filing records is not just simply about keeping things. It is very important for the company and myself to keep an organized filing system.”
-A. Banaban, 2Success Inc.
People who enroll in this course can upgrade to the Full Program Bundle:

Get 10% off on our Full Program Bundle:
Includes Total of 5 Courses:
• Course #1: Fundamentals of Office Administration (1-Day)
• Course #2: Office Inventory & Supplies Management (1-Day)
• Course #3: Office Facilities Management & Maintenance (1-Day)
• Course #4: Office Files & Records Management (1-Day)
• Course #5: Office Services & Logistics Management (1-Day)

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